Waverly Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
16,754
-1,191
| -7% | -$51.7K | 0.01% | 696 |
|
|
2025
Q1 | $827K | Buy |
17,945
+8,535
| +91% | +$393K | 0.01% | 646 |
|
|
2024
Q4 | $354K | Buy |
9,410
+4,013
| +74% | +$151K | 0.01% | 771 |
|
|
2024
Q3 | $219K | Buy |
+5,397
| New | +$219K | ﹤0.01% | 759 |
|
|
2024
Q2 | – | Sell |
-7,102
| Closed | -$267K | – | 808 |
|
|
2024
Q1 | $267K | Buy |
+7,102
| New | +$267K | 0.01% | 597 |
|
|
2014
Q3 | – | Sell |
-1,290
| Closed | -$34K | – | 770 |
|
|
2014
Q2 | $34K | Hold |
1,290
| – | – | 0.01% | 271 |
|
|
2014
Q1 | $31K | Sell |
1,290
-1,752
| -58% | -$42.1K | 0.01% | 263 |
|
|
2013
Q4 | $59K | Hold |
3,042
| – | – | 0.02% | 307 |
|
|
2013
Q3 | $64K | Buy |
+3,042
| New | +$64K | 0.03% | 208 |
|